US · Technology · Software - Application
EPS came in at 0.14 against a street estimate of 0.26 — a miss of 46.2%.
Analysts rate ADEIA CORP a strong buy (4 buy, 0 hold, 0 sell out of 4) with an average price target of $43.00.
CONFIDENT Q2 revenue $96.1M in line with expectations; non-Pay-TV recurring revenue up 54% YoY. Raised long-term revenue target to $600M (from $500M), driven by semiconductor opportunity doubling to $200M. Strong cash generation, diverse deal pipeline. Q2 2026 Call focused on business lines, not geography. Mentioned Japan consumer electronics renewal and European Pay-TV provider renewal. Analysts probed semiconductor timing, media durability post-Pay-TV decline, and path to guidance range. Management emphasized robust pipeline across logic/memory, sustained e-commerce momentum, and back-loaded deal closure pattern common to high-dollar licensing model. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.79% |
| Ameriprise Financial Inc | 12.44% |
| Vanguard Portfolio Management, LLC | 7.94% |
| FMR Inc | 5.44% |
| State Street Corp | 4.40% |
| Vanguard Capital Management, LLC | 4.34% |
| Neuberger Berman Group LLC | 3.15% |
| T. Rowe Price Associates, Inc. | 2.77% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $80,193,000, down from $87,339,000 in the third quarter of 2025. • Third-quarter net income was $2 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $80.2 million, compared with $96.1 million in the second quarter of 2026 and $87.339 million in the | 2026-11-02 |
| Board / officer change · Q3 2026 HEADLINE NUMBERS • Adeia appointed Dipti Vachani as chief executive officer and director, effective October 12, 2026. • Outgoing CEO Paul E. Davis w | 2026-09-28 |
| Quarterly report · Q2 2026 ADEIA INC. — 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue Q2 2026: $96,117k (vs. $85,735k Q2 2025); six-month 2026: $200,889k (vs. $173,405k in | 2026-08-05 |
| Results announced · Q3 2026 ADEIA INC. - Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $96.1 million (vs. $104.8 million in Q1 2026; vs. $85.7 million i | 2026-08-03 |
| Board / officer change · Q3 2026 ADEIA INC. (ADEA) - 8-K SUMMARY HEADLINE NUMBERS • No financial results or metrics disclosed in this filing • Filing date: July 28, 2026 (reporting e | 2026-07-28 |
| Reg FD disclosure · Q3 2026 ADEIA INC. - 8-K FILING SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Adeia Inc. subsidiary filed patent infringement litigation against FuboTV Inc. and c | 2026-07-01 |
| Shareholder vote results · Q2 2026 ADEIA INC. – 8-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Annual Shareholder Meeting Date: May 7, 2026 • Company: Adeia Inc. (Ticker: ADEA, N | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.05 / share ex-date Nov 23, 2026 · pay Dec 14, 2026 | 2026-11-23 |
| Dividend | $0.05 / share ex-date Aug 24, 2026 · pay Sep 14, 2026 | 2026-08-24 |
| Dividend | $0.05 / share ex-date May 26, 2026 · pay Jun 15, 2026 | 2026-05-26 |
| Dividend | $0.05 / share ex-date Mar 16, 2026 · pay Mar 30, 2026 | 2026-03-16 |
| Dividend | $0.05 / share ex-date Nov 24, 2025 · pay Dec 15, 2025 | 2025-11-24 |
| Announcement | Date |
|---|---|
| 2026 revenue guidance range adjusted while reiterating confidence in long-term $600 million annual outlook Adeia reported third-quarter 2026 revenue of $80.2 million, down from $96.1 million in the second quarter. GAAP net income was $2.3 million, or $0.02 per diluted share, while adjusted EBITDA | 2026-11-02 |
| Long-term annual revenue outlook raised to $600 million Adeia, a patent licensing and semiconductor company, reported Q2 2026 results with solid operational performance and announced significant contract wins that boost long-term growth prospects | 2026-08-03 |
| Signed new multi-year license agreements with AMD and Microsoft Adeia, an intellectual property licensing company, reported strong Q1 2026 results with $104.8 million in revenue and a 60% adjusted EBITDA margin ($62.3 million). The company generated $58. | 2026-05-04 |
| Multi-year IP license agreement with AMD, resolves litigation Adeia Inc. announced a multi-year intellectual property (IP) license agreement with semiconductor giant AMD. Under this deal, AMD gains access to Adeia's comprehensive semiconductor IP portf | 2026-03-09 |
| Long-term license agreement signed with Disney; record Q4 and FY2025 results Adeia, a licensing and IP company, reported record financial results for 2025 with revenue of $443.4 million (up 18% from 2024) and achieved record quarterly results in Q4 with $182.6 millio | 2026-02-23 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.